S4DS Software (ENG)
- Juan Pablo Lopera Pelaez (Unlicensed)
About S4DS
We are a centralized, cloud-based (SaaS) omnichannel software solution that empowers businesses to boost their sales processes across different channels and manage their independent sales representatives with collaborative web tools and digital services, accelerating growth while minimizing technology costs.
With over 25 years of experience, we have served companies in robust selling environments across various industries, primarily Direct Selling and Retail.
Our local and international expertise includes collaborations with over 50 companies worldwide, developing specialized knowledge for their specific industries.
We have successfully implemented technological solutions for leading companies in the Direct Selling industry.
Our Vision: To enhance the lives of millions of independent sales representatives through technology. To be the comprehensive end-to-end solution for direct selling companies, empowering them to succeed in their business endeavors.
Users of the System
In our platform, there are different users who can interact with it from different perspectives, and we will explore what each of them can do.
End Customers: These are individuals who wish to purchase products from the company and can buy either from the corporate site or from replicated and influencer sites.
Consultants (Salesforce): These are individuals registered with the company as sales representatives who promote the company's products with the aim of earning economic benefits provided by the company.
Operations Roles: This category includes individuals from various departments within the company, such as Marketing, Sales, Operations (order management, treasury, credit), Logistics, and Customer Service. They use the platform to handle their specific processes within the company.
Administrator User: This user has complete access to the entire platform and is responsible for making necessary configurations in the system.
Each user type has specific access levels and functionalities within the platform that are tailored to their role and responsibilities. This segregation of roles ensures that users can perform their tasks efficiently and securely within the system.
Processes covered at S4DS.
At S4DS, we cater to various processes within your company, enabling you to manage the entire order to cash and cash to delivery cycles, as well as Marketing, Sales, Customer Service, and Operations processes. These processes are supported through different modules within the S4DS system, all centralized on a single platform.
Marketing Processes:
Promotional Campaign Management
Lead Generation and Management
Social Media Management
Email Marketing
Customer Segmentation and Targeting
Marketing Analytics and Reporting
Sales Processes:
Consultant Management
Order Processing and Management
Commission and Incentive Tracking
Sales Performance Analysis
Sales Reporting and Dashboards
Customer Service Processes:
Ticket Management and Tracking
Returns and Refunds Management
Customer Inquiry Handling
FAQ and Knowledge Base Management
Customer Communication and Interaction
Operations Processes:
Inventory Management
Order Fulfillment and Logistics
Payment Processing and Treasury
Credit Management
Supplier Management
Performance Monitoring and Reporting
By integrating these processes into a single, centralized platform, S4DS enables streamlined operations, enhanced visibility, and improved decision-making for your company. With comprehensive modules for each of these processes, our goal is to provide a holistic solution that empowers your business to thrive in the competitive market.
Principles of S4DS Software
The principles of the S4DS software are designed to enable efficient management of company processes by different actors/users through various tools.
Left-Side Two-Level Menu
The menu is organized into two levels, classified by operational processes. This structure allows administrators of different processes within the organization to perform their management tasks efficiently. Level 1 presents the available processes, while Level 2 provides options for managing each specific process.
Configuration Cogwheel
The Configuration Cogwheel provides access to all options requiring configuration within the system to ensure proper operation according to the client's business model. This feature is managed by the system administrator or user with appropriate permissions.
Magic Search
The Magic Search is a powerful tool located on the main page of the administrative back office. Users can use this search to find any topic related to the S4DS platform using keywords. It quickly guides users to specific information, such as a particular order, distributor, or process, among other topics.
Documentation
Comprehensive documentation and manuals are available for each module/process. These documents outline the information that can be managed within each module/process and the required configurations for their correct functioning. The manuals are accessible through the Confluence platform, and users will have continuous access to them.
Support Services
Through our service desk and based on the support plan acquired, users can request assistance in understanding the manuals, managing the platform, and configuring modules, if necessary. Our support team is available to provide guidance and help users make the most of the software's capabilities.
Training Methodology
Considering the several types of users interacting with the system, the training will be conducted following the following structure:
Initial Session: An introductory session will be held to align the training methodology and topics based on this document.
Documentation: Training materials and documentation will be provided to the users.
Process-Based Sessions: Training sessions will be scheduled and conducted for different company processes covered by the platform.
Q&A Session: A dedicated session will be conducted to address and resolve any doubts or questions from the users.
The training sessions/modules will be as follows:
Session 1: Induction
Session 2: Portal (End Customers, Self-Service Consultants, Consultant Network Management)
Session 3: Marketing Communications
Session 4: Marketing Portfolio & Revenue Management
Session 5: Sales Enrollment
Session 6: Sales Genealogy
Session 7: Sales Commissions and Incentives
Session 8: Sales Training
Session 9: Order Management
Session 10: Treasury, Credit, and Logistics
Session 11: Customer Service
Session 12: System Administration
Each session will focus on the specific functionalities and tasks relevant to the users' roles within the company. The goal is to equip them with the necessary knowledge and skills to effectively utilize the S4DS platform and perform their respective responsibilities efficiently.
To continue with the training on the S4DS platform, access the Session 2 - Portal: End Customer Flow.
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